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In her recent appearance on Cameron Herold’s “Second in Command” podcast, Optima Office CEO Jennifer Barnes revealed the one financial blind spot that’s costing CEOs millions—and most don’t even know they have
Moonlighting is not new, but today’s version looks very different. A growing number of employees are secretly working two or more full-time jobs at the same time. Some call this being Overemployed.
Personalization at Scale In recent years, the line between departments once thought to be oil and water—Human Resources and Marketing—has started to blur in all the right ways. What used to be
Growing businesses often turn to a senior accountant as their next financial hire after a bookkeeper. But is that enough? In this guide, we explore the true value of a senior accountant—and
Join our team at Optima Office — where flexibility, impact, and leadership meet. Looking for a leadership role where your accounting expertise is truly valued? Optima Office is seeking a Senior Accounting
In the powerhouse roundup “Biggest Small Business Mistakes” on CarolRoth.com, 81 top business experts open up about the brutal lessons that nearly broke them—and the make-or-break decisions that turned things around. Among
HR compliance plays a critical role in keeping your business protected and your team supported. From wage laws to workplace safety, staying aligned with regulations isn’t optional—it’s part of running a responsible,
Join our team and build a career where flexibility and impact go hand in hand. Looking to grow your accounting career with a company that actually puts people first? Optima Office is
SAN DIEGO, CA – May 2025 — We’re proud to announce that our Founder and CEO, Jennifer Barnes, has been named a finalist for the San Diego Business Journal’s 2025 CEO of
Lead financial strategy at one of Southern California’s top law firms. Are you a seasoned accounting leader looking for a high-impact role with strategic influence? We are hiring a Controller to oversee
Join a people-first team that values your expertise—and your time. Looking for a flexible role where you can use your HR expertise without sacrificing work-life balance? Optima Office is hiring a Part-Time
What drives a company culture where people genuinely love where they work—and clients feel the difference? On a recent episode of the Anchoring Hope podcast, Optima Office CEO Jennifer Barnes shared the
As your business grows, so does the complexity of your financial decisions. But hiring a full-time Chief Financial Officer (CFO) isn’t always the smartest first move, especially if your company is between
Planning your cash flow without this on your radar? It might throw a wrench in your year-end projections. If you have employees in California, New York, Connecticut, or the U.S. Virgin Islands,
Are you a detail-oriented accounting pro who wants more flexibility, great clients, and a culture that actually supports your work-life balance? Optima Office is hiring an Accounting Manager to join our growing
Annual list recognizes the businesses that set the standard for workplace success and awards excellence in company culture San Diego, CA June 17, 2025–Optima Office, Inc. is proud to announce it
Think sending a quick text to your employee after hours is harmless? In California, even a single business-related ping on a personal phone could cost you big if you don’t have a
Ready to work in a role where your efforts are recognized, your schedule is flexible, and your voice matters? Optima Office is hiring a Full-Time Recruiter to support our growing client base
Abril Sanabria Verduzco is a Human Resources professional with experience supporting day-to-day HR operations and compliance across a variety of industries. Her work focuses on practical HR support, employee relations, and helping
Wendy is a Human Resource professional with over 18 years of experience driving HR initiatives across diverse industries including consumer goods, biotech and hospitality. Her experience includes benefits administration, 401k, payroll, compensation,
Jasmeet is a dedicated and certified payroll professional with extensive experience in payroll management. She has a proven track record of enhancing payroll efficiency, reducing errors, and ensuring compliance with tax regulations.
Scott Bullock is an upbeat HR professional with over 20 years of experience in Human Resources and business management. He has worked in large companies supporting hundreds of employees and has also
Monique is a highly skilled human resources professional with over 12 years of experience managing a wide variety of HR functions including but not limited to personnel data, timekeeping, payroll, workers compensation,
Jill is a team player who leads with core values and has a background of over 25 years of progressive Human Resources experience. Through a passion for excellence, she has held strong
Charlotte has 30 years of HR management and payroll experience working with a variety of small and midsize companies and industries. Her experience covers all aspects of HR from onboarding to offboarding,
Diane is a seasoned Human Resources professional with experience in managing all aspects of Human Resources at all levels. Diane has experience working in multiple industries, including biotech, manufacturing, and telecommunications. Her
Anneka is an accomplished accounting professional with over 20 years of diverse experience in nonprofit, corporate and legal sectors. She is passionate about driving organizational growth through fiscal stewardship and operational efficiencies.
Rebecca is a motivated and quality-driven professional with experience in managing all aspects of financial and accounting operations ranging from month-end close and GAAP financial reporting to procure-to-pay functions and financial systems.
As an Assistant Controller at Optima Office, Tammy provides a wide range of accounting support to her clients, spanning from compiling financial statement (with preparation of supporting journal entries, reconciliations, and analyses)
Susan is an experienced Assistant Controller with a demonstrated history of working in the Healthcare, Professional Services, SAAS, Online Retailers, Public Relations, Entertainment, and Non-Profit business sectors. Susan is an accountant with
Shannon is an Controller with Optima Office. With more than 15 years of experience in accounting, finance, and human resources Shannon provides oversight and daily operations of accounting and administrative activities for
Schanyl is a professional CPA with over 25 years of experience in public accounting and private industry. She has experience with a diverse group of industries including automotive, travel, time share, and
Regina is a self-motivated and value driven professional with experience in managing all aspects of financial and accounting operations. Regina has experience with a diverse group of industries including healthcare services, wellness
Nicole is an experienced Controller with a demonstrated history of working in the marketing, advertising, and real estate industries. A total 8 years of experience in the accounting profession including 5 years
Morton is a highly committed, seasoned accounting and financial professional with over 25 years of progressive experience. He graduated from Emory University, Atlanta, GA with a BBA in Accounting and Finance. After
EXPERIENCE Michelle is a solutions-focused and quality-driven professional, with experience in managing all aspects of financial and accounting operations. With over 18 years of progressive responsibilities in non-profit settings, Michelle has also
Matthew is an experienced, enthusiastic Director of Accounting with experience in a wide variety of industries. His background includes more than 10 years of public accounting experience, specializing in financial statement audits.
Maribel has more than 23 years of accounting and finance experience. As a Controller at Optima Office, Maribel provides oversight and recommends improvements within the accounting department, including procedures and systems. She
Jovita is highly knowledgeable, self-driven, and detail-oriented professional with more than 20 years of experience in accounting and finance. With strong analytical, problem-solving skills for understanding the operational requirements in a regulatory
Jonathan is a motivated and quality driven professional with experience in managing all aspects of financial and accounting operations. Jonathan has leadership experience within the accounting profession, as well as in an
John joins Optima Office with over 20 years of financial services industry experience having worked in various roles ranging from sales to executive management. Prior to joining Optima, John founded Peck Insurance
Joseph is a motivated, detailed, and quality-driven professional with experience in managing all aspects of financial and accounting operations. He has worked with a diverse group of industries, including manufacturing, healthcare, building
Jaye is a results-driven leader with experience in managing financial and accounting operations. Her diverse industry experience includes SaaS, Cleantech, Engineering, Wireless, Healthcare, Commercial Real Estate, Retail, and Law. Jaye is especially
Heather Harris is a highly motivated and skilled professional with over 28 years of industry experience. She joins Optima after her recent position as VP of Finance / Controller at a consumer-packaged
Edna is an accounting and financial professional with 22+ years of general accounting management, financial analysis, and knowledge of GAAP. She has experience dealing with all levels of management and coaching teams
Helen is a senior financial executive and trusted strategic and implementation partner to companies in a variety of sectors including media, production, market research, event planning, manufacturing and interior design. Her ability
Bijen has more 25 years of accounting and finance experience. He has experience implementing accounting best practices, month-end close processes, and internal controls as well as budgeting and forecasting, software implementation, and
Ashley has more 10 years of accounting and finance experience. As a Controller at Optima Office, Ashley provides oversight and recommends improvements within the accounting department. She has experience implementing accounting best
Anne has more than 15 years of accounting and finance experience. As a Controller at Optima Office, Anne provides oversight and recommends improvements within the accounting department. She has experience implementing accounting
Anastasia is a dedicated, resourceful, and efficient professional, adept at managing all aspects of finance and accounting operations. She has leadership experience with both non-profit and corporate organizations (private and publicly held).
Allen is a motivated and quality driven professional with experience in managing all aspects of financial and accounting operations. Allen has experience with a diverse group of industries including real estate, manufacturing,
Amy possesses a wealth of knowledge in financial services working at CULA (Credit Union Leasing of America) for over five years and nine years as divisional controller for Quicken Loans. Prior to
Karlyn is a highly skilled accounting and finance professional with over 25 years of experience. Karlyn has expertise in preparing audit compliant financial statements, creating cash flow statements and tools, developing complex
Denise has 20 + years of experience in accounting and finance. As a Senior Accounting Manager at Optima Office, she supervises Staff Accountants, completes month end journal entries, reconciles balance sheet accounts,
Mark is an extremely experienced, skill set diverse, and quality driven professional with hands on responsibility in managing all aspects of executive level finance, planning & strategy, and Board level participation. Mark
Karen is a proven business manager with a strategic mindset and a winning attitude. I am joining Optima after spending 25+ years in various roles in the Oil and Gas Industry. I
Kim is an accomplished financial leader with over 25 years of comprehensive and progressive experience and advanced academic studies. She has demonstrated herself to be highly adaptable, proactive and a strategic thinker
Emmanuel is a hands-on, proactive, result-oriented financial officer with over 25 years of progressive experience with start-ups and non-profit organizations. He has demonstrated the ability to develop and implement strategic plans to
Ute is a senior finance executive with both hands-on and management expertise in all aspects of finance and accounting. Her over thirty years of broad experience in diverse industries reflects strong aptitude
Gustavo has over 30 years of experience in real estate and finance. Over the past 12 years he has focused on international financial operations and he has led the creation and implementation
Greg is a Consulting CFO for Optima Office and Greg currently directs operational and finance functions for clients. He has public and private company finance experience in Fortune 500 and emerging growth
Cory is an engaged, driven leader with diverse experience in leading corporate operations and finance. He has led companies and projects in real estate, construction, manufacturing, energy, water, aviation, and government industries.
Cabell is an experienced Senior Finance Executive with management expertise in all aspects of Finance and Accounting. He has broad experience in multiple verticals and ownership structures in small to medium sized
INTRAPRENEURIAL-SPIRITED SENIOR FINANCIAL EXECUTIVE offering solid achievements in corporate positioning and M&A leadership, including due diligence and integrations, revenue growth management, corporate finance, and accounting. Career reflects 20+ years of success in
Jennifer Saunders is an accomplished HR professional with over 20 years of experience working with Fortune 500 companies to start-up businesses. She has led and developed Human Resource teams across the globe.
At Optima Office, Jeanelle supports the day-to-day operations of the company while interfacing between staff and the leadership team. Jeanelle provides support resources to staff to ensure team members possess the tools
Jilian joined the Optima Office team with over 25 years of HR management experience having worked as an HR Manager and HR Director for many companies in a variety of industries. Most
Chad has over 25 years of finance and accounting experience working for venture-backed, publicly traded, and professional service companies in the life sciences, technology, and consulting industries. Prior to joining Optima, Chad
Daniela (Dana) is an experienced Controller with entrepreneurial background and over 15 years experience leading Finance and Operations in e-commerce, manufacturing, and retail businesses. Dana possesses extensive knowledge of financial reporting, cost
Taylor is Optima Office’s Chief Operating Officer and serves as a consulting CFO for Optima clients. He’s a seasoned senior finance executive with comprehensive experience ranging from East Coast Big 4, Wall
Optima Office provides Outsourced Accounting, Fractional CFO and Human Resources Support. We serve close to 300 companies across the United States but are mostly focused on the West Coast. At least half